Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
24,119
-2,531
-9% -$61.9K 0.03% 465
2025
Q1
$738K Sell
26,650
-4,057
-13% -$112K 0.05% 369
2024
Q4
$1M Buy
30,707
+23
+0.1% +$751 0.06% 295
2024
Q3
$1.1M Buy
30,684
+322
+1% +$11.6K 0.07% 275
2024
Q2
$1.06M Buy
30,362
+5,045
+20% +$177K 0.08% 252
2024
Q1
$765K Buy
25,317
+17,313
+216% +$523K 0.05% 401
2023
Q4
$241K Buy
8,004
+127
+2% +$3.82K 0.04% 406
2023
Q3
$202K Buy
7,877
+65
+0.8% +$1.67K 0.04% 459
2023
Q2
$240K Sell
7,812
-287
-4% -$8.81K 0.04% 422
2023
Q1
$238K Buy
+8,099
New +$238K 0.05% 397